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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$4.72M
3
+$4.12M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.1M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.12M

Top Sells

1
+$6.4M
2
+$5.42M
3
+$4.05M
4
LOW icon
Lowe's Companies
LOW
+$3.49M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.19M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
11
927
$1K ﹤0.01%
+89
928
$1K ﹤0.01%
55
+48
929
$1K ﹤0.01%
118
930
$1K ﹤0.01%
74
931
$1K ﹤0.01%
795
-1,791
932
$1K ﹤0.01%
20
933
$1K ﹤0.01%
312
-49
934
$1K ﹤0.01%
100
935
$0 ﹤0.01%
15
936
$0 ﹤0.01%
+42
937
– –
-14
938
– –
-117
939
– –
-77
940
– –
-710
941
– –
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942
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-150
943
$0 ﹤0.01%
33
-24
944
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-820
945
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-1,533
946
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-102
947
– –
-1,500
948
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-325
949
– –
-175
950
$0 ﹤0.01%
75
36 37
38
39 40